Franklin India Balanced Advantage Fund Direct · Growth
Fund vs NIFTY 50
Risk-adjusted performance metrics comparing this fund against its benchmark index across all available durations.
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +0.41 | 0.60 | 59.8% | 56.2% | -4.2% | -12.0% |
| 3 Years | +2.71 | 0.51 | 53.4% | 46.2% | 9.1% | 6.2% |
| 5 Years | +2.27 | 0.50 | 53.4% | 44.8% | 8.1% | 5.2% |
| 7 Years | +0.65 | 0.50 | 53.4% | 44.8% | 5.7% | 3.7% |
| 10 Years | -0.55 | 0.50 | 53.4% | 44.8% | 4.0% | 2.6% |
| 12 Years | -1.01 | 0.50 | 53.4% | 44.8% | 3.3% | 2.1% |
| 15 Years | -1.46 | 0.50 | 53.4% | 44.8% | 2.6% | 1.7% |